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UBS Group
UBS

Overview Fund Activity

346 hedge funds and large institutions have $18.4B invested in UBS Group in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 44 closing their positions.

Holders
346
Holders Change
+1
Holders Change %
+0.29%
% of All Funds
6.09%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
47
Increased
143
Reduced
96
Closed
44
Calls
$383M
Puts
$619M
Net Calls
-$236M
Net Calls Change
-$93.5M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$743M
2
GQG Partners
2
GQG Partners
Florida
$114M
3
CS
3
Credit Suisse
Switzerland
$1.81B
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$135M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$98.4M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$2.42B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$259M
3
Dodge & Cox
3
Dodge & Cox
California
$1.38B
4
SCCM
4
Schafer Cullen Capital Management
New York
$0
5
Marshall Wace
5
Marshall Wace
United Kingdom
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
26
Axa
France
$108M -$8.46M -544,745 -7%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$98.4M +$98.4M +6,353,390 New
Mackenzie Financial
28
Mackenzie Financial
Ontario, Canada
$97.1M -$3.45M -222,136 -3%
Pzena Investment Management
29
Pzena Investment Management
New York
$96.8M +$4.08M +262,905 +4%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$88.1M +$11.1M +715,300 +14%
AIM
31
ARGA Investment Management
Connecticut
$86.3M +$44M +2,836,931 +104%
BCV
32
Banque Cantonale Vaudoise
Switzerland
$83.5M +$3.87M +249,097 +5%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$67.6M -$2.38M -153,140 -3%
PPA
34
Parametric Portfolio Associates
Washington
$62.3M +$1.54M +99,340 +3%
Citigroup
35
Citigroup
New York
$60M -$18.4M -1,180,232 -23%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$58.8M +$6.14M +419,443 +12%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$58.6M +$3.32M +213,938 +6%
Northern Trust
38
Northern Trust
Illinois
$56.1M +$1.77M +113,654 +3%
Korea Investment Corp
39
Korea Investment Corp
South Korea
$55.1M +$55.1M +3,542,057 New
Canada Pension Plan Investment Board
40
Canada Pension Plan Investment Board
Ontario, Canada
$51.3M +$16.8M +1,080,617 +49%
Wells Fargo
41
Wells Fargo
California
$49.2M +$19.5M +1,255,509 +66%
Canada Life
42
Canada Life
Manitoba, Canada
$48.5M +$1.31M +84,565 +3%
CLOS
43
Compagnie Lombard Odier SCmA
Switzerland
$48M +$14.2M +915,746 +42%
Aviva
44
Aviva
United Kingdom
$47M -$3.99M -257,322 -8%
CCM
45
Cullen Capital Management
New York
$46.3M +$46.3M +2,978,407 New
Natixis Advisors
46
Natixis Advisors
Massachusetts
$45.7M -$364K -23,408 -0.8%
UBS Group
47
UBS Group
Switzerland
$45.2M -$11.8M -33,265,980 -21%
Morgan Stanley
48
Morgan Stanley
New York
$44.8M +$523K +33,650 +1%
CBT
49
Capital Bank & Trust
California
$40.6M +$2.36M +152,287 +6%
ZIG
50
Zurich Insurance Group
Switzerland
$39.6M +$23.2M +1,491,291 +141%
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